Setting up Slack Authorization
This article will help you understand how to authorize slack. You must adhere to the instructions listed under Settings in order to authorize Slack. In the left navigation panel, select the Settings icon. Click On Slack Notification under Integrations. To authorize Slack, you must first get the authorization token , which you can get in […]
How to add fields in the Email Template?
Upon receiving an email notification about an assigned lead, it’s crucial to review various fields within the content. To streamline this process, setting up email templates tailored to specific requirements becomes essential. Email templates serve as predefined structures containing placeholders for different fields that display the values of associated records. The incorporation of these fields […]
Setting Up Email Template
This article will help you understand how to design an email template that is used in PowerRouter. Records when routed to a user or team member, assignment emails will be sent based on the Email Template design that is created in this area because it will be utilized globally. Steps to edit the default Email […]
Setting up Manager Summary
In this article, you will understand how to set up manager summary. Manager Summary is a comprehensive list or a summary of records that have been routed in a particular period of time. It basically provides the count of assignments and failures etc, related to all objects routed through PowerRouter. This summary can be sent […]
Setting up Admin Notifications
In this article, you will understand how to set up admin notifications. Admin notifications will notify admin as well as PowerRouter Support regarding any failures on assignments. These notifications are basically error mails. Steps to set up Admin Notifications: Click on Setting in the left navigation bar. Click on Admin Notifications under Notifications Setting. […]
Setting Up Assignment Notification
In this article, you will understand how to set up assignment notification to receive emails on assignments. Steps to start assignment notifications: Click on the Setting icon on the left navigation bar and then click on Notifications. Click on Assignment Notification. Click on the checkbox Enable PowerRouter Emails and click Save. Users will start receiving […]
Why to set up Notifications?
In this article, you will understand why do you need to set up notification. Notifications are a very important asset to correctly manage your sales team. They make sure you don’t forget to follow up on your leads and even inform sales managers about changes or updates in their record assignment. In this article, we […]
Account – Contact Association Corrector
Overview This enhanced guide will walk you through the efficient use of the Account-Contact Association Corrector feature within PowerRouter. This tool is crucial for maintaining accurate relationships between accounts and contacts in your Salesforce database by aligning them based on their shared domain. Functional Explanation The Account-Contact Association Corrector performs the following actions: Step-by-Step […]
Customizing Merge Options
In this article you will understand how to set up merge settings for leads and contacts. After finding duplicates, Powerrouter can merge those records based on certain rules. Merge settings allows you to select predefined rules based on which merge will happen. Steps to set up merge settings for lead: Click on Setting in […]
Setting up Duplicate Settings
How to set up Duplicate Settings In this article you will learn how to set up duplicate settings for leads and contacts. In Salesforce duplicate leads and contacts may be created. Powerrouter helps you to identify duplicates based on certain criteria and perform some function on them. Steps to set up duplicate settings: Click on […]